Ameriprise Financial Services
35yrs
Top advisor by experience in Covina
18yrs
Ralph Pan
Financial advisor at Wells Fargo Advisors
Ralph Pan is a fiduciary financial advisor in Covina, California, with 18 years in the industry. After two years at Wells Fargo Investments, Ralph joined Wells Fargo Advisors in 2011, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, flat fees, and commissions.
One of 19 advisors with offices in Covina, and one of 18 fiduciaries.
At a glance
Experience18 years (since 2009)
How that compares ?More experience than 55% of advisors nationwide
Office175 E Badillo St, Covina, CA 91723
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$475,575
Advisors at the firm14,100
States licensed ?1 state
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2011 – nowWells Fargo Clearing Services, LLCCurrent firm
- Apr 2009 – Jan 2011Wells Fargo Investments, LLCPreviously
Contact Ralph
Local office(626) 974-5885Ask for Ralph. (314) 875-3000Main office · St. Louis, MO 175 E Badillo StCovina, CA 91723Office · Get directions Firm websiteHTTPS://WWW.WELLSFARGOADVISORS.COM/WFA/MOBILE.HTM
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Questions to ask Ralph
Tailored to Ralph’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Ralph
How do I contact Ralph?
Call Ralph’s local office at (626) 974-5885 or the Wells Fargo Advisors main office at (314) 875-3000, and ask for Ralph Pan.
How long has Ralph been a financial advisor?
Ralph has been in the industry since 2009, about 18 years. More experience than 55% of advisors nationwide.
What licenses does Ralph hold?
Series 66. Tap any license on this page to see what it allows.
Is Ralph a fiduciary?
Ralph is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Ralph paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Ralph for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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